Private Client Banker: Wealth & Relationship Specialist

JPMorgan Chase & Co.

Kirkland (WA)

On-site

USD 80,000 - 110,000

Full time

3 days ago

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Job summary

JPMorgan Chase & Co. seeks a Private Client Banker in our Seattle-area branches to manage affluent client relationships and grow balances through advice-based guidance. You will collaborate with specialists to connect clients with mortgage, investment, and advisory services and encourage self-service options for around-the-clock access.

The role emphasizes regulatory compliance and the ability to work branch hours, including some weekends, to support a premier client experience.

Qualifications

High school diploma or equivalent required.
Proven success building client relationships and acquiring new clients.
Knowledge of financial products and regulatory requirements (SIE/FINRA where applicable).
Strong communication and service orientation for affluent clients.
Ability to work within banking hours, including some weekends.

Responsibilities

Manage a portfolio of Chase Private Client and other customers in-branch.
Use an advice-based approach to match products and services to client needs.
Partner with specialists to connect clients with mortgage, investments, and advisory experts.
Promote self-service channels to enhance 24/7 access to accounts.
Ensure compliance with bank policies and regulatory requirements.